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BJL

Brighton Jones LLC Portfolio holdings

AUM $5.38B
1-Year Est. Return 27.31%
This Fund
S&P 500
This Quarter Est. Return
+19.63%
1 Year Est. Return
+27.31%
3 Year Est. Return
+97.88%
5 Year Est. Return
+112.4%
10 Year Est. Return
+533.88%
AUM
$5.38B
AUM Growth
+$850M
Cap. Flow
+$223M
Cap. Flow %
4.14%
Top 10 Hldgs %
39.73%
Holding
1,493
New
292
Increased
684
Reduced
421
Closed
70

Top Buys

Rank Stock Value
1
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$32.2M
2
ARM icon
Arm
ARM
+$13.2M
3
NVDA icon
NVIDIA
NVDA
+$13.2M
4
DCOR icon
Dimensional US Core Equity 1 ETF
DCOR
+$12.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.8M

Top Sells

Rank Stock Value
1
AMZN icon
Amazon
AMZN
+$22.9M
2
SBUX icon
Starbucks
SBUX
+$5.78M
3
ABNB icon
Airbnb
ABNB
+$5.74M
4
COMP icon
Compass
COMP
+$4.59M
5
SNDK
Sandisk
SNDK
+$3.15M

Sector Composition

Rank Sector Weight
1 Miscellaneous 32.35%
2 Consumer Discretionary 21.9%
3 Technology 21.1%
4 Financials 5.6%
5 Industrials 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BDX icon
426
Becton Dickinson
BDX
$48.8B
$1.34M 0.03%
8,884
-2,065
-19% -$309K
LAMR icon
427
Lamar Advertising Co
LAMR
$15.2B
$1.34M 0.02%
8,588
+348
+4% +$50.3K
MGK icon
428
Vanguard Morningstar Mega Cap Growth ETF
MGK
$33.5B
$1.34M 0.02%
15,217
+557
+4% +$47.5K
AR icon
429
Antero Resources
AR
$12B
$1.34M 0.02%
38,006
+5,174
+16% +$190K
GRMN
430
Garmin
GRMN
$53.2B
$1.33M 0.02%
5,615
+981
+21% +$239K
MDLZ icon
431
Mondelez International
MDLZ
$78.7B
$1.33M 0.02%
22,944
+1,645
+8% +$99.1K
NTES icon
432
NetEase
NTES
$76.5B
$1.33M 0.02%
10,355
-19
-0.2% -$2.24K
DOW icon
433
Dow Inc
DOW
$21.4B
$1.3M 0.02%
47,604
-7,321
-13% -$266K
EOG icon
434
EOG Resources
EOG
$76.2B
$1.3M 0.02%
10,026
+6,222
+164% +$848K
IJK icon
435
iShares S&P Mid-Cap 400 Growth ETF
IJK
$10.7B
$1.3M 0.02%
11,067
-122
-1% -$13.6K
PB icon
436
Prosperity Bancshares
PB
$8.63B
$1.29M 0.02%
17,710
+218
+1% +$15.2K
CL icon
437
Colgate-Palmolive
CL
$70.5B
$1.28M 0.02%
14,002
+3,026
+28% +$265K
AA icon
438
Alcoa
AA
$13.7B
$1.28M 0.02%
24,589
-2,127
-8% -$142K
XLE icon
439
State Street Energy Select Sector SPDR ETF
XLE
$42.6B
$1.28M 0.02%
24,115
-497
-2% -$28.4K
PRF icon
440
Invesco FTSE RAFI US 1000 ETF
PRF
$10.1B
$1.27M 0.02%
23,444
-45
-0.2% -$2.34K
SLV icon
441
iShares Silver Trust
SLV
$32B
$1.26M 0.02%
23,570
+558
+2% +$37K
BP icon
442
BP
BP
$116B
$1.25M 0.02%
33,910
-74
-0.2% -$3.25K
MCHP icon
443
Microchip Technology
MCHP
$39.8B
$1.25M 0.02%
13,730
+1,285
+10% +$115K
MKSI icon
444
MKS Inc
MKSI
$18B
$1.25M 0.02%
2,812
+239
+9% +$74.8K
AYI icon
445
Acuity Brands
AYI
$9.74B
$1.25M 0.02%
3,317
+2,510
+311% +$744K
SNX icon
446
TD Synnex
SNX
$20.7B
$1.25M 0.02%
4,665
-6
-0.1% -$1.45K
IT icon
447
Gartner
IT
$10.9B
$1.24M 0.02%
9,604
-1,248
-12% -$188K
HAS icon
448
Hasbro
HAS
$12.7B
$1.24M 0.02%
15,005
-3,145
-17% -$283K
MDY icon
449
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.4B
$1.24M 0.02%
1,759
+62
+4% +$41.5K
SOXL icon
450
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$21.2B
$1.24M 0.02%
+4,635
New +$780K
16 17
18
19 20

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IFG
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Brighton Jones LLC's Q2 2026 Portfolio in Review

As of Q2 2026, Brighton Jones LLC held 1,493 positions worth $5.38B, up 19% from $4.53B the previous quarter. Its ten largest holdings account for 40% of the portfolio.

Brighton Jones LLC deployed $223M of net new capital in Q2 2026, opening 292 new positions and adding to 684 existing holdings. Its largest new stake was Arm: 49,716 shares worth $17.6M.

By sector, the portfolio is most concentrated in Miscellaneous at 32% of assets, up from 31% a quarter earlier, followed by Consumer Discretionary and Technology.

On the sell side, the largest reduction was Amazon, an estimated $22.9M trimmed.

  • Brighton Jones LLC's largest Q2 2026 buy was Arm: 49,716 shares worth $17.6M.
  • Brighton Jones LLC added most to iShares 0-3 Month Treasury Bond ETF in Q2 2026, an estimated $32.2M increase.
  • Brighton Jones LLC's biggest Q2 2026 reduction was Amazon, cutting an estimated $22.9M.
  • Brighton Jones LLC fully exited Sealed Air in Q2 2026, selling an estimated $1.24M.
  • Brighton Jones LLC's ten largest holdings make up 40% of its $5.38B portfolio in Q2 2026.
  • Brighton Jones LLC opened 292 new positions and closed 70 in Q2 2026.
  • Brighton Jones LLC's portfolio value rose 19% quarter-over-quarter to $5.38B.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.